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By the end of this section you will be able to associate a Microsoft Excel template with a view.

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We have included a copy of this template in train.zip. To see what the template looks like:

1. Download train.zip and extract the contents to a folder on your computer (indicated as <path> in  in the following instructions).
2. Open <path>\train\excelTemplates\debtOverview.xls. The file opens with one worksheet, called Formatted Data, which shows how the data will be formatted.
3. If the file is protected, enable editing.
4. There is a another, hidden worksheet. To view it, right-click on the Formatted Data worksheet tab and select Unhide.

The Excel file now has a tab called Basic Data. This worksheet is blank, ready for PhixFlow to populate it with data. Once the first sheet is populated, you can use the data in other sheets.

Find the location of Excel templates

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1. Open the model Dashboards and Forms 01-08: Views, filters and dashboards in the workspace.

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2. Open the settings tab for the stream view called Overall Debt Levels. To do this:

   1. First, in the model, click on the stream icon to open the settings for the  Overall Debt Levels stream. In the model, click on the stream icon.

   2. Then, in the stream settings → Views section, double-click on the view called Overall Debt Levels.
3. Add an Excel template to the stream view. In settings → Advanced section → Excel Template box, enter debtOverview.xls, then click 

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1. Open the stream view Overall Debt Levels and check it has data.

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2. In the stream view window, in click the toolbar , click icon 

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3. PhixFlow opens the Download Data Options window. Set Use Excel Template: tick then click the Excel Click the Excel icon.
4. PhixFlow opens a notification in the the bottom right of your screen. Click the notification to download the Excel file.
5. Open the Excel file.
   1. If necessary, enable editing.
   2. Unhide the Basic Data worksheet to see the exported source data.
   3. Switch to the Formatted Data worksheet and notice that the debt level is colour-coded.

Snapshot of the formatted Excel data:

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